We love running our own business. We expect you do too.
But running a successful business is not for the faint hearted. It can be complicated, and the impact of getting it wrong can be substantial. Nothing quite takes the fun out of your work like an unexpected tax hit, or a poor purchase decision or the most stressful of all – a poor recruitment decision.
So let yourself benefit from our experience. We can help ensure that you get things right the first time. This means things like ensuring that your business is properly structured to achieve all of your aims: profit maximisation, tax optimisation, asset protection and succession planning, to name just a few.
We can also help you select the right technology and other supports that best suit the size and type of your business at each stage of its development. Our speciality is to help you develop the right attitude about staffing, which is fundamental to making the right decisions.
And, of course, we also assist with critical elements like financing the business and managing it’s day-to-day, month-to-month and year-to-year cash flow arrangements. Did you know, for example, that there is usually no upper limit on the number of company cars your business can have? We can show you many of these little ‘tricks’ that together add up to a much more rewarding business, both personally and financially.
Put simply, as business owners ourselves, we are well-versed in the million and one little things that must be addressed if your business is to run effectively. So, just talk to us about your business, and let help you make your good thing better.
Director and Financial Planner
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning (1-5).
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014.
Andrew is an Authorised Representative of Dover Financial Advisers Pty Ltd. He specialises in Superannuation, Risk Insurance and Debt Management. He is authorised to provide all the products listed under the services tab. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Potts is an authorised representative (468035) of Dover Financial Advisers Pty Ltd (AFSL 307248).